Manager Transaction Advisory Services jobs in United States
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Warren Averett · 1 day ago

Manager Transaction Advisory Services

Warren Averett is a leading CPA and advisory firm that offers a range of services including corporate advisory and technology solutions. They are seeking a Transaction Advisory Manager to oversee financial due diligence and client relationships while supervising staff and managing project deliverables.

Accounting
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Growth Opportunities
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H1B Sponsor Likelynote
Hiring Manager
Kate Wilson
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Responsibilities

Plan, execute, direct and complete financial/accounting due diligence for private equity and strategic buyers and sellers from a variety of industries, including manufacturing and distribution, technology, retail and hospitality and business services
Develop relationships with clients and engage in effective interactions with target company executives
Compiling and analyzing historical financial data/financial statements provided by buyer and/or seller as well as conducting interviews with buyer or seller
Commenting on the quality of the client or selling company earnings (Quality of Earnings/normalized EBITDA) by highlighting significant business profitability trends and overly aggressive accounting policies
Supervise seniors and associates and provide performance review feedback
Assist Partners and Senior Managers on proposals and new business opportunities by drafting responses, participating in the proposal process, building client relationships, demonstrating knowledge of client business and communicating directly with the buyer and seller
Manage client expectations concerning project deliverables and deadlines and lead change efforts effectively
Develop and maintain strong client relationships and cross-sell services
Communicate (verbally and in writing) externally with clients and internally with all levels of the organization to successfully accomplish objectives portraying knowledge and confidence
Strong current knowledge in US GAAP, GAAS, transaction advisory services or mergers and acquisitions
Strong leadership, training, and mentoring skills
Continuously fostering relationships with coworkers (through all services lines of Warren Averett) and clients (both strategic buyers and private equity firms)
Participating in a work environment that values and promotes camaraderie, collaboration and giving back to the community
Traveling 15-20% of the time while upholding Warren Averett’s values and reputation

Qualification

Transaction Advisory experienceUS GAAP knowledgeCPA licenseFinancial due diligenceLeadership skillsSelf-directedProactiveWell-spokenQuickBooks experienceInterpersonal skillsCreative thinking

Required

Minimum of three (3) years of Transaction Advisory experience
Bachelor's Degree in Accounting
Possession of CPA license
Knowledge of basic software packages. Experience with QuickBooks a plus
Knowledge of/and ability to effectively supervise staff
Excellent interpersonal skills in working with staff and clients
Ability to think creatively and nimbly
Highly motivated
Self-directed
Proactive
Well-spoken

Company

Warren Averett

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Warren Averett provides accounting firm.

H1B Sponsorship

Warren Averett has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2021 (2)

Funding

Current Stage
Late Stage

Leadership Team

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Jennifer Hardin
Chief Financial Officer
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Company data provided by crunchbase